See the “PLANNING FEES FOR FINANCIAL PLANNING SERVICES” section in the ADV part 2A form.
For Comprehensive Financial Plans and Annual Financial Plan Reviews, Colwyn Investments LC charges a fixed
fee; however, for Separate Financial Planning Consultations, Colwyn Investments LC charges an hourly fee.
Financial Planning Service Fee Type and Amount
- Comprehensive Financial Plan $2,500 fixed fee
- Annual Financial Plan Review $1,000 fixed fee
Separate Financial Planning Consultations $150 hourly fee